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1,973 hedge funds and large institutions have $56.7B invested in IBM in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 848 increasing their positions, 787 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

8% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 787

0.71% more ownership

Funds ownership: 59.97%60.68% (+0.71%)

5% less funds holding

Funds holding: 2,0751,973 (-102)

14% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.72B

17% less capital invested

Capital invested by funds: $68B → $56.7B (-$11.3B)

33% less first-time investments, than exits

New positions opened: 144 | Existing positions closed: 215

Holders
1,973
Holders Change
-102
Holders Change %
-4.92%
% of All Funds
43.48%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.15%
New
144
Increased
848
Reduced
787
Closed
215
Calls
$1.48B
Puts
$1.72B
Net Calls
-$243M
Net Calls Change
+$469M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
151
First Manhattan
New York
$35.6M -$1.01M -7,984 -2%
PFC
152
Poplar Forest Capital
California
$35M -$5.51M -43,585 -12%
SLAM
153
Swiss Life Asset Management
$34.9M +$5M +39,500 +14%
HPC
154
HM Payson & Co
Maine
$34.2M +$4.05M +32,054 +11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
155
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$33.3M +$19.6M +155,159 +98%
Osaic Holdings
156
Osaic Holdings
Arizona
$33.1M +$569M +4,500,841 New
N
157
Natixis
France
$33M -$124M -981,623 -76%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$32.3M +$2.85M +22,518 +8%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$32.2M +$483K +3,818 +1%
MNG
160
Manning & Napier Group
New York
$32M +$2.49M +19,678 +7%
ELC
161
Edgar Lomax Company
Virginia
$31.4M +$856K +6,772 +2%
Neuberger Berman Group
162
Neuberger Berman Group
New York
$31.1M +$2.49M +19,652 +7%
CFC
163
Cincinnati Financial Corp
Ohio
$30.8M
ProShare Advisors
164
ProShare Advisors
Maryland
$30.3M -$10.2M -80,583 -22%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$29.3M -$12.1M -95,900 -26%
Jane Street
166
Jane Street
New York
$29M +$22.2M +175,924 +181%
DP
167
Dearborn Partners
Illinois
$28.9M +$1.09M +8,601 +3%
FAF
168
Fjarde Ap-fonden
Sweden
$28.6M -$1.77M -14,016 -5%
CC
169
Criteria Caixa
Spain
$28.5M +$4.9M +38,712 +17%
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$27.9M +$2.51M +19,823 +8%
PI
171
PineBridge Investments
New York
$27.4M -$8.4M -66,453 -20%
GC
172
Guggenheim Capital
Illinois
$27.1M -$818K -6,468 -2%
MPMG
173
Minneapolis Portfolio Management Group
Minnesota
$26.9M +$301K +2,383 +0.9%
Brown Advisory
174
Brown Advisory
Maryland
$26.5M +$267K +2,108 +0.9%
PR
175
Payden & Rygel
California
$26.1M +$29M +229,319 +1,368%

IBM Hedge Fund Activity: Q1 2020 in Review

1,973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2020, worth a combined $56.7B — down 17% from $68B a quarter earlier.

Sellers outnumbered buyers: 215 funds closed out of IBM and 144 opened new positions — a net loss of 71 holders — while 787 trimmed existing stakes and 848 added.

The largest buyer was JP Morgan Chase, adding an estimated $543M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $406M sold.

  • 1,973 institutional investors held IBM (IBM) as of Q1 2020, down from 2,075 in Q4 2019.
  • Funds reported $56.7B of IBM stock for Q1 2020, down 17% quarter-over-quarter.
  • 144 funds opened new IBM positions in Q1 2020 and 215 closed out, a net change of -71 holders.
  • The largest IBM buyer in Q1 2020 was JP Morgan Chase, an estimated $543M added.
  • The largest IBM seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $406M sold.

Based on aggregated 13F filings for Q1 2020.